Pin Oak Investment Advisors’s US Bancorp USB Stock Holding History

Pin Oak Investment Advisors’s Portfolio USB Stock Details USB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38K	Buy	623 +27	+5%	+$1.51K	0.03%	244
2026 Q1	$31K	Hold	596	–	–	0.02%	256
2025 Q4	$36K	Hold	596	–	–	0.03%	248
2025 Q3	$29.1K	Hold	596	–	–	0.02%	265
2025 Q2	$25K	Hold	596	–	–	0.02%	257
2025 Q1	$25K	Hold	596	–	–	0.02%	251
2024 Q4	$27K	Hold	596	–	–	0.02%	242
2024 Q3	$27K	Hold	596	–	–	0.02%	244
2024 Q2	$24K	Hold	596	–	–	0.02%	244
2024 Q1	$27K	Sell	596 -850	-59%	-$35.9K	0.03%	238
2023 Q4	$63K	Buy	1,446 +850	+143%	+$31.1K	0.06%	154
2023 Q3	$20K	Hold	596	–	–	0.02%	252
2023 Q2	$20K	Buy	+596	New	+$19.3K	0.02%	252
2019 Q3	–	Sell	-151	Closed	-$8K	–	453
2019 Q2	$8K	Buy	+151	New	+$7.78K	0.01%	377

Other funds holding USB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pin Oak Investment Advisors's USB Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its US Bancorp (USB) stake by 4.5% in Q2 2026, buying an estimated $1.51K and bringing the position to 623 shares worth $38K. The position accounts for 0.03% of the portfolio, ranked #244.

Pin Oak Investment Advisors first reported a position in USB in Q2 2019 and has held it in 14 quarters since. The position peaked at $63K in Q4 2023. 2,070 funds tracked by Wall St. Rank hold USB as of Q2 2026.

Pin Oak Investment Advisors held 623 shares of US Bancorp worth $38K as of Q2 2026.
Pin Oak Investment Advisors bought 27 US Bancorp shares in Q2 2026, an estimated $1.51K.
US Bancorp made up 0.03% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #244 holding.
Pin Oak Investment Advisors first reported a position in US Bancorp in Q2 2019 and has held it in 14 quarters since.
Pin Oak Investment Advisors's US Bancorp position peaked at $63K in Q4 2023.
2,070 funds tracked by Wall St. Rank held US Bancorp as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.